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ARGOSY CAPITAL
Legal name: ARGOSY CAPITAL GROUP, LLC
CRD 160212File 801-73958
APPROVED
Custody
Filing as of Jun 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$3.73B
Top 25% of cohort (national)
Discretionary AUM
$3.01B
Non-discretionary $715.7M
Clients
51
51 accounts
Employees
82
Top 25% of cohort in PA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Mar 23, 2012
- Principal office
- 900 WEST VALLEY ROAD, SUITE 1000, WAYNE, PA, 19087
- Phone
- 610-971-9685
- Website
- HTTPS://WWW.ARGOSYHP.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $3.73B
- Discretionary AUM
- $3.01B
- Non-discretionary AUM
- $715.7M
- Discretionary accounts
- 50
- Non-discretionary accounts
- 1
- Total accounts
- 51
- AUM per client
- $73.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 51 | $3.73B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.